Sound View Wealth Advisors Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.47 Billion
  • Q4 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,434 shares of MTUM stock, worth $598,934. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,434
Previous 1,772 37.36%
Holding current value
$598,934
Previous $454,000 31.72%
% of portfolio
0.04%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$245.79 - $258.02 $162,712 - $170,809
662 Added 37.36%
2,434 $598,000
Q3 2025

Nov 10, 2025
BUY
$236.25 - $257.69 $418,635 - $456,626
1,772 New
1,772 $454,000
Q3 2023

Nov 07, 2023
SELL
$138.94 - $147.4 $58,215 - $61,760
-419 Reduced 16.58%
2,108 $294,000
Q2 2023

Aug 08, 2023
SELL
$135.5 - $144.47 $128,725 - $137,246
-950 Reduced 27.32%
2,527 $364,000
Q1 2023

May 12, 2023
BUY
$133.17 - $146.27 $104,538 - $114,821
785 Added 29.16%
3,477 $483,000
Q3 2022

Nov 08, 2022
SELL
$131.18 - $147.67 $12,855 - $14,471
-98 Reduced 3.51%
2,692 $353,000
Q2 2022

Aug 05, 2022
SELL
$130.25 - $170.4 $35,428 - $46,348
-272 Reduced 8.88%
2,790 $380,000
Q1 2022

May 11, 2022
SELL
$150.07 - $182.21 $605,532 - $735,217
-4,035 Reduced 56.86%
3,062 $515,000
Q4 2021

Jan 20, 2022
BUY
$173.56 - $193.75 $3,818 - $4,262
22 Added 0.31%
7,097 $1.29 Million
Q3 2021

Oct 21, 2021
SELL
$167.02 - $183.38 $8,685 - $9,535
-52 Reduced 0.73%
7,075 $1.24 Million
Q2 2021

Jul 21, 2021
BUY
$159.69 - $175.61 $1.14 Million - $1.25 Million
7,127 New
7,127 $1.24 Million

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
66M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
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